Macro Mondays Macro Sunday #39 - Do you own enough commodities? Guest: Tracy Shuchart
Mar 3, 2024
The podcast discusses owning enough commodities, improvements in the Manufacturing sector, the USgrowth picture, and the readiness of the Rest of the World. Guest Tracy Shuchart shares insights on energy commodities in the market. Exploration of geopolitical events in the Middle East impacting energy markets and the connection between US and China economies.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 3min
Analysis of Gaza Ceasefire and Red Sea Situation
02:32 • 6min
Exploring Immigration Policies and their Impact on the US Labor Market
08:07 • 3min
Exploring Immigration's Impact on Wage Growth and Economic Dynamics
10:58 • 5min
Geopolitical Events Impacting Energy Markets
15:43 • 25min
Analysis of US and China economies, Trade Ideas, and Preview of Next Episode
40:27 • 2min